Dingdong (叮咚买菜): Fresh Food Competition in and Outside of Frontline Warehouse
Dingdong has the most app active users among all fresh food retailers. Frontline warehouses are closer to customers, but have low margin....
371 Views
WM Tech IPO: An Old Economy Stock with a New Economy Twist
As E-commerce continues to take over the retail market, WM Tech has had great success transitioning to a digitized retail environment. We think WM...
190 Views
WM Tech Pre-IPO: Wumart as Main Brand, Marginalized on the Ground
Here in Shanghai Wumart convenience stores have already been closed.Wumart supermarkets do not have advantageous locations.We have not seen home...
357 Views
ECM Weekly (30th May 2021) - JD Log, Monde Nissin, Weilong Deli, Kanzhun, CARsgen, WM Tech, Novotech
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
371 Views
WM Tech Pre-IPO - Digitalization Efforts Coming Through but Not Well Substantiated
WM Tech Corporation (WMT HK) is looking to raise US$1bn in its upcoming Hong Kong IPO. WM Tech (WMT) is a fresh food and FMCG retailer in China.
364 Views